Plan Snapshot
- Plan Sponsor: Zuern Building Products, INC
- Sponsor EIN: 391140928
- Sponsor Address: 820 ENTERPRISE DRIVE, SLINGER, WI, 53086
- Plan Type: 401(k)
- Total Participants: 200
- Total Assets: $22.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 200 | $22.6M | $1.2M | $1.3M |
| 2023 | 186 | $19.9M | $1.0M | $1.2M |
| 2022 | 174 | $17.0M | $1.0M | $1.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $99,655 | — | $99,655 |
| MERIT FINANCIAL ADVISORS | INVESTMENT ADVISORY | — | $62,844 | $62,844 |
| PENSION CONSULTANTS, INC | OTHER SERVICES | — | $8,665 | $8,665 |
| DUFEK & COMPANY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION CONSULTANTS, INC — OTHER SERVICES
- DUFEK & COMPANY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $171,164
- Estimated Expense Ratio: 0.758% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $102,280 | — | $102,280 | — | — |
| 2023 | $93,119 | — | $93,119 | — | — |
| 2022 | $78,289 | — | $78,289 | — | — |